Edit bill
Module: Financials · For: Carrier users · Page address: /carrier-portal/financials/ap/bills/:id/edit
How to get there
Section titled “How to get there”Finance → Purchases → Accounts Payable → (a record) → Edit Bill
Who can use this page
Section titled “Who can use this page”Needs: Edit permission on the Financials module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Cancel | Delete on Financials | Must be granted on its own (not part of Manage) |
| Save all changes | Edit on Financials | Manage also grants it |
| New | Create on Financials | Manage also grants it |
| Approve for payment | Approve on Financials | Must be granted on its own (not part of Manage) |
| Edit notes | Edit on Financials | Manage also grants it |
What you see
Section titled “What you see”- Identity & status
- Vendor & load
- Dates & terms
- Currency, tax & payment
- Notes & attachments
- Bill card — Editing
- BILL-A1-2026-001
What you can do
Section titled “What you can do”- Cancel
- Save all changes
- Hide preview
- New
- Approve for payment
- Edit notes
- Show Notes & attachments
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Bill number | Yes | textbox | BILL-20260901-4K2P |
| Status | Yes | combobox | Paid |
| Payment status | No | combobox | Paid |
| Vendor | Yes | combobox | Acme Fuel Co |
| Bill date | Yes | textbox | 2026-06-05 |
| Due date | Yes | textbox | 2026-06-20 |
| Paid date | No | textbox | 2026-06-18 |
| Currency | No | combobox | USD — US Dollar |
| Subtotal | Yes | spinbutton | 3200 |
| Tax mode | No | combobox | Flat amount |
| Tax | No | spinbutton | 416 |
When there is nothing to show
Section titled “When there is nothing to show”- “No notes yet”
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27